+226.3%
CLSK vs SONY
+42.2%
+184.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +6.2% |
| 7D | +7.7% | -2.7% | +10.4% | +8.6% |
| 30D | +12.2% | +1.5% | +10.7% | +11.2% |
| 3M | -15.5% | +13.0% | -28.5% | -21.0% |
| 6M | +39.3% | +11.2% | +28.1% | +30.8% |
| YTD | +35.1% | -6.6% | +41.7% | +36.4% |
| 1Y | +34.0% | -18.1% | +52.1% | +42.7% |
| 3Y | +226.3% | +42.1% | +184.2% | +157.8% |
| All | +226.3% | +42.2% | +184.0% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling